The Patient Forms Report is a centralized place to view the status of outstanding intake forms.

We’re working on expanding what this report can do. As we add more forms, this guide will continue to be updated.

Let’s take a closer look. 👀

• Report filters
• Sending a reminder
• Filling out a form
• FAQ

Start by heading to Reports on the top blue bar of Jane and then select Patient Forms from the menu to the left:

By default, the report shows you all patients with appointments booked for today with outstanding intake forms. Outstanding forms are ones that haven’t been started or are in progress.

Report filters

Here’s what you can filter by in this report:

1. A patient’s name or form name (just use the search bar at the top)
2. Where the patient’s next appointment is booked
3. Which staff member they’re seeing
4. Whether a patient has outstanding forms and no upcoming appointments

Sending a reminder

The Last reminded column will show you the last time a patient received an email reminder to fill out their form, just so you don’t double-up. If you want to send another reminder, click the View more button under the Actions column.

In this panel, you’ll find the patient’s upcoming appointments, their outstanding forms, and a Send reminder dropdown. Choose between an email either or a phone call (please note that the phone call option is manual).

You can add an optional message to your email which will appear after a greeting, so you don’t have to capitalize it. Below is an example of the message and how it looks in the reminder email.

Clicking on a patient’s name in the report will open their profile in a panel to the right. You can scroll down to their Online Intake Forms section where their form can be filled out.

When you’re finished, you can click the X in the upper right corner of the panel to close it.

FAQ

Do Clinical Surveys show up on this report?

No, currently this report shows outstanding intake forms only.

Are completed intake forms included in this report?

Currently, only forms that haven’t been completed will be shown.

Will patients without an upcoming appointment show up on this report?

By default the report will be filtered to show patients with upcoming appointments only, but you can select the No Appointment Booked checkbox to see patients with no upcoming appointments who have outstanding intake forms.

Which staff members in Jane can view this report?

All staff members can access the Patient Forms Report, but the information visible within the report depends on your Staff Access Level.

• Full Access, Administrative / All Billing and Front Desk staff can view intake form statuses for all patients across the clinic.

• Practitioner (Limited) and Practitioner/Front Desk staff can view intake form statuses only for patients they have an appointment history with. This means they will not be able to see clinic-wide information, but rather only forms related to the patients they’ve been scheduled with in the past.

If you’re seeing a limited list of patients or forms in the report, it’s likely due to these access level restrictions.